ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 120 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,212,129 | -15.2% | 122,714 | -11.1% | 0.24% | -14.7% |
Q1 2024 | $10,859,176 | -1.3% | 137,964 | +1.6% | 0.29% | -19.9% |
Q4 2023 | $11,004,623 | +10.2% | 135,776 | +1.3% | 0.36% | -4.0% |
Q3 2023 | $9,989,905 | -7.0% | 134,057 | -1.4% | 0.37% | -8.4% |
Q2 2023 | $10,742,713 | -1.2% | 135,898 | -1.0% | 0.41% | -10.8% |
Q1 2023 | $10,871,605 | +0.7% | 137,285 | +0.3% | 0.46% | -11.8% |
Q4 2022 | $10,796,591 | +8.1% | 136,822 | -2.9% | 0.52% | -2.5% |
Q3 2022 | $9,987,000 | -13.9% | 140,919 | -2.9% | 0.53% | -13.1% |
Q2 2022 | $11,594,000 | +13.4% | 145,142 | +21.1% | 0.61% | +28.8% |
Q1 2022 | $10,225,000 | +5.8% | 119,866 | +12.5% | 0.47% | +8.7% |
Q4 2021 | $9,667,000 | +14.3% | 106,509 | +21.0% | 0.44% | +1.2% |
Q3 2021 | $8,454,000 | +5.2% | 88,010 | +8.8% | 0.43% | +0.9% |
Q2 2021 | $8,035,000 | +14.1% | 80,858 | +8.9% | 0.43% | +4.2% |
Q1 2021 | $7,040,000 | +15.4% | 74,231 | +13.6% | 0.41% | +7.1% |
Q4 2020 | $6,102,000 | +45.0% | 65,358 | +25.0% | 0.38% | +21.3% |
Q3 2020 | $4,207,000 | +30.9% | 52,279 | +10.8% | 0.32% | +13.7% |
Q2 2020 | $3,215,000 | +38.0% | 47,173 | +16.4% | 0.28% | +7.8% |
Q1 2020 | $2,329,000 | +12.2% | 40,523 | +27.8% | 0.26% | +28.5% |
Q4 2019 | $2,076,000 | +77.4% | 31,717 | +58.3% | 0.20% | +60.0% |
Q3 2019 | $1,170,000 | +33.6% | 20,040 | +32.0% | 0.12% | +27.6% |
Q2 2019 | $876,000 | +45.0% | 15,185 | +48.4% | 0.10% | +40.0% |
Q1 2019 | $604,000 | +103.4% | 10,233 | +82.4% | 0.07% | +79.5% |
Q4 2018 | $297,000 | – | 5,611 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bond & Devick Financial Network, Inc. | 13,775 | $1,088,895 | 0.68% |
WFA Asset Management Corp | 12,004 | $948,881 | 0.56% |
Evergreen Wealth Solutions, LLC | 6,996 | $553,034 | 0.56% |
REGATTA CAPITAL GROUP, LLC | 17,563 | $1,388,359 | 0.44% |
MISSION WEALTH MANAGEMENT, LP | 135,898 | $10,742,713 | 0.41% |
Whelan Financial | 9,740 | $769,947 | 0.40% |
Baltimore-Washington Financial Advisors, Inc. | 56,951 | $4,501,977 | 0.36% |
Berkshire Bank | 14,675 | $1,160,058 | 0.32% |
Warren Street Wealth Advisors, LLC | 5,800 | $458,490 | 0.30% |
Claro Advisors LLC | 13,175 | $1,041,502 | 0.26% |